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Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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FathomFathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.
What is Pega Marketing?
Instead of concentrating on broad, generic offers, prioritize personalized, one-on-one marketing during your engagements with current clients. Pega's next-best-action framework evaluates multiple elements, including sales, service, risk, retention, and operational priorities in real-time, to enhance your messaging. This approach enables marketers to more accurately identify customers with growth potential. By employing Pega's next-best-action tactics, you can ensure that every customer receives the most suitable action aimed at expanding your bank’s share of wallet. However, effective next-best-action strategies rely not only on internal customer data and transaction records but also on the incorporation of real-time information from widely-used platforms like Hadoop, Cassandra, and Equifax. This integration allows for a deeper and more nuanced understanding of each customer, significantly enhancing your decision-making capabilities in customer interactions. Ultimately, utilizing these enriched data streams can lead to stronger relationships and improved customer loyalty, which are vital for long-term success.
What is Pega Co-Browse?
No downloads, installations, or plugins are required; just insert a line of Javascript into your website, and your customers can effortlessly share their browsing experience with a single click. Pega Co-Browse simplifies the process of highlighting and guiding customers to the necessary information, creating a fluid interaction. You have the ability to seek the customer’s permission to take control of their screen for assistance, or you can make use of highlighting tools and visual cues, like arrows, to guide them effectively. Additionally, Pega Co-Browse allows you to identify and obscure sensitive data through HTML elements or form fields, ensuring that all hidden information stays on the customer's browser and remains unseen by the representative. This solution provides a code-free method for hiding or obscuring text fields and images, giving businesses the power to manage what information agents can access. Furthermore, Pega Co-Browse can seamlessly integrate with Pega Chat or any other chat application, greatly enhancing the customer service process. You also have the flexibility to embed chat features directly into your Pega Customer Service application, boosting operational efficiency and improving the overall user experience. By utilizing these tools, businesses can foster more secure and productive interactions with their clients.
Integrations Supported
Accenture Cloud Trade Promotion Management
Capgemini Intelligent Automation Platform
Cognizant
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
Pegasystems
Date Founded
1983
Company Location
United States
Company Website
www.pega.com
Company Facts
Organization Name
Pega
Date Founded
1983
Company Location
United States
Company Website
www.pega.com/products/customer-service/cobrowse
Categories and Features
Marketing Automation
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence
Social Media Advertising
Not specified
Categories and Features
Co-Browsing
Not specified